Firm
Donald W. Nicholson & Associates
Wilmington, Delaware
Fee-only
Donald W. Nicholson & Associates at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 156 individual clients, 50 of them high net worth.
- Its average account is about $484,000 (assets it manages divided by its 354 accounts).
Facts
| Based in | Wilmington, Delaware |
|---|---|
| Website | nicholson-associates.com |
| Phone | (302) 529-1500 |
Donald W. Nicholson & Associates fees
Donald W. Nicholson & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $171 million |
| Individual clients | 106 |
| High-net-worth clients | 50 |
| Accounts managed | 354 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-56986) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 107054 |